Agile CRM + Google Sheets
Create Agile CRM deals from new or updated rows in Google Sheets
Stay on top of your customer relationship management by linking Google Sheets and Agile CRM. With this workflow, once you add or update a row in Google Sheets, a new deal will immediately be created in Agile CRM. This seamless integration helps you streamline your sales processes, ensuring no potential deal falls through the cracks.
Stay on top of your customer relationship management by linking Google Sheets and Agile CRM. With this workflow, once you add or update a row in Google Sheets, a new deal will immediately be created in Agile CRM. This seamless integration helps you streamline your sales processes, ensuring no potential deal falls through the cracks.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create Deal
Create a deal in the Agile CRM.
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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
